Steven H. Lewis P.C.

Overview

Steven H. Lewis P.C. is an independent registered investment adviser organized as a corporation with domestic entity and individual ownership. The firm operates as a capital allocator and its stated advisory role centers on the selection of other advisers rather than managing all strategies in-house. Compensation is on a percentage-of-AUM basis. According to the firm snapshot, it does not position itself as an active ESG investor and is not flagged as a multi-state or newly formed adviser; it also does not identify as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives